How do I add someone who purchases a product to my clients list automatically?

This guidde will walk you through on how to add someone who purchases a product to my clients list automatically.

1. Click “Account”

Click the Account tab to reveal the additional options beneath it.

2. Click “Products”

Click on the Products tab.

3. Create or edit a product

Click on the Create New Product button or click on the pencil icon to edit a product.

4. Click “Settings”

Click on the settings tab of the product.

5. Click on the checkbox “Checking this will add all accounts that purchase this product as clients for you to fully manage.”

Check this box to automatically add all accounts that purchase this product as clients under your full management.

6. Click Save Product

Click Save Product button to apply your changes.

This guide explained how to automatically add someone who purchases a product to your client list.